Purchases and Sales Made in Q2 2023 in Vanguard Mun Bd Fds Tax Exempt (VTEB)
This table provides information about the institutional ownership of Vanguard Mun Bd Fds Tax Exempt (VTEB) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD MUN BD FDS TAX-EXEMPT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-179- 1.44% |
$8.86K - $9.14K
|
12.2K
$623K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-180- 1.48% |
$8.91K - $9.19K
|
12K
$610K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-182- 0.38% |
$9.01K - $9.29K
|
47.8K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-188- 7.46% |
$9.31K - $9.6K
|
2.33K
$119K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-197- 0.37% |
$9.75K - $10.1K
|
53.5K
$2.73M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-200- 1.16% |
$9.9K - $10.2K
|
17.1K
$871K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 4.01% |
$9.9K - $10.2K
|
4.79K
$244K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-209- 0.59% |
$10.3K - $10.7K
|
35K
$1.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-212- 17.65% |
$10.5K - $10.8K
|
989
$50.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-218- 2.46% |
$10.8K - $11.1K
|
8.66K
$441K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-224- 0.8% |
$11.1K - $11.4K
|
27.7K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-242- 0.73% |
$12K - $12.4K
|
33.1K
$1.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-250- 0.45% |
$12.4K - $12.8K
|
55.5K
$2.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-270- 1.21% |
$13.4K - $13.8K
|
22.1K
$1.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-271- 4.43% |
$13.4K - $13.8K
|
5.85K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-275- 12.07% |
$13.6K - $14K
|
2K
$102K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-275- 12.07% |
$13.6K - $14K
|
2K
$102K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-297- 2.36% |
$14.7K - $15.2K
|
12.3K
$626K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-298- 0.87% |
$14.8K - $15.2K
|
34.1K
$1.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-298- 3.93% |
$14.8K - $15.2K
|
7.29K
$371K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-301- 1.16% |
$14.9K - $15.4K
|
25.8K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-303- 1.9% |
$15K - $15.5K
|
15.7K
$798K
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-304- 0.96% |
$15K - $15.5K
|
31.4K
$1.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-309- 1.15% |
$15.3K - $15.8K
|
26.5K
$1.35M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-313- 3.59% |
$15.5K - $16K
|
8.41K
$428K
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-330- 1.13% |
$16.3K - $16.8K
|
28.9K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-339- 0.66% |
$16.8K - $17.3K
|
51.3K
$2.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-360- 2.37% |
$17.8K - $18.4K
|
14.8K
$755K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-381- 3.35% |
$18.9K - $19.5K
|
11K
$560K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-399- 6.51% |
$19.8K - $20.4K
|
5.73K
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-409- 0.37% |
$20.2K - $20.9K
|
112K
$5.69M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-410- 9.05% |
$20.3K - $20.9K
|
4.12K
$210K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-425- 9.49% |
$21K - $21.7K
|
4.06K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-436- 9.65% |
$21.6K - $22.3K
|
4.08K
$208K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-448- 9.52% |
$22.2K - $22.9K
|
4.26K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-500- 2.59% |
$24.8K - $25.5K
|
18.8K
$958K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-520- 2.09% |
$25.7K - $26.6K
|
24.3K
$1.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-528- 7.38% |
$26.1K - $27K
|
6.62K
$337K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-529- 0.51% |
$26.2K - $27K
|
102K
$5.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-530- 9.78% |
$26.2K - $27.1K
|
4.89K
$249K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-535- 3.55% |
$26.5K - $27.3K
|
14.5K
$741K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-551- 0.63% |
$27.3K - $28.1K
|
86.8K
$4.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-570- 1.77% |
$28.2K - $29.1K
|
31.6K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-588- 3.16% |
$29.1K - $30K
|
18K
$918K
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-591- 2.23% |
$29.3K - $30.2K
|
25.9K
$1.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-597- 24.49% |
$29.6K - $30.5K
|
1.84K
$93.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-597- 9.43% |
$29.6K - $30.5K
|
5.73K
$292K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-611- 3.67% |
$30.2K - $31.2K
|
16K
$816K
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-642- 0.15% |
$31.8K - $32.8K
|
442K
$22.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-662- 7.78% |
$32.8K - $33.8K
|
7.84K
$400K
|